Key facts
- This page summarizes William M. Lyons's Form 4 filing for Morningstar, Inc. (MORN).
- 1 reported transaction and 0 derivative rows are listed below.
- Accepted by SEC: 27 May 2026, 16:40.
William M. Lyons - 27 May 2026 Form 4 Insider Report for Morningstar, Inc. (MORN)
- Reporting relationship
- Director
- Issuer ticker
- MORN
- Reported as of
- 27 May 2026
- Net transaction value
- -$125,300
- SEC form
- 4
- Accepted by SEC
- 27 May 2026, 16:40:09 UTC
- Prior SEC filing
- 19 May 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Kathleen Peacock, by power of attorney
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
William M. Lyons filed Form 4 for Morningstar, Inc. (MORN) on 27 May 2026.
Change
- Previous filing in this sequence was filed on 19 May 2026.
- Current net transaction value: -$125,300.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001411724
Primary reporting owner
Lyons William M
- Relationship
- Director
- Address
- 22 WEST WASHINGTON ST, CHICAGO
- Signature
- /s/ Kathleen Peacock, by power of attorney
- Signature date
- 27 May 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MORN
transaction
Common Stock
Sale
- Transaction value
- $125,300
- Shares
- -700
- Change %
- -4.8%
- Price
- $179.00
- Shares after
- 13,904
- Date
- 27 May 2026
- Ownership
- Direct
* marks a reported price that did not pass the local price check.